Retirement Plan Conversion Lead - Hybrid/Remote
Raymond James Financial Services
Denver, CO
- Remote job
Raymond James Financial, Inc. is seeking a candidate for a hybrid role focused on managing retirement plan conversions. The ideal candidate will possess a Bachelor's degree and at least three years of relevant experience in financial services, demonstrating exceptional problem solving and client relationship skills. This role involves drafting participant notices, managing conversion meetings, and ensuring deliverables meet high standards. Candidates with QKA or QPA designations are preferred. #J-18808-Ljbffr Raymond James Financial Services
Vacancy posted 3 days ago
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